Brian William Distler
CFP®Professional Summary
Brian William Distler, CFP® is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Mentor, Ohio and PRIVATE CLIENT SERVICES, LLC located in Geneva, Ohio. Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Brian has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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KEY INVESTMENT SERVICES LLC
Videos & Posts
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Contact Information
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KEY INVESTMENT SERVICES LLC
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Disclosures on record.
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KEY INVESTMENT SERVICES LLC
Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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KEY INVESTMENT SERVICES LLC
Current Firm
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
Contact Information
Main Address
7470 Center St, Mentor, OH 44060Phone Number
(440) 510-1901# of Employees
22SEC notice filing (25 States and Territories)
Registered to provide investment advisory services in 25 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,706AUM (Assets Under Management)
$805,361,469Similar Advisors
KEY INVESTMENT SERVICES LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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KEY INVESTMENT SERVICES LLC
Primary Firm SEC Registration
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
State Registrations and Notice Filings
(2/10/2025)
(11/7/2024)
(8/1/2022)
(11/14/2022)
(8/1/2022)
(8/1/2022)
(8/1/2022)
(4/5/2023)
(8/1/2022)
(8/1/2022)
(4/19/2024)
(1/19/2022)
(8/1/2022)
(8/1/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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KEY INVESTMENT SERVICES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Brian William Distler's CRS (Customer Relationship Summary).
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KEY INVESTMENT SERVICES LLC
